# Crimson Oak Wealth Management, LLC

> Crimson Oak Wealth Management, LLC is a state-registered investment advisory firm in Lexington, KY, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 171360
- Filed as: CRIMSON OAK WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lexington, KY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171360
- AdvisorCensus page: https://advisorcensus.com/firm/crimson-oak-wealth-management-llc-lexington-ky-171360

## Quick answers

**How is Crimson Oak Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crimson Oak Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Crimson Oak Wealth Management, LLC located?**
Crimson Oak Wealth Management, LLC's principal office is in Lexington, KY, according to its Form ADV.

**Is Crimson Oak Wealth Management, LLC registered with the SEC or a state?**
Crimson Oak Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171360.

**How much does Crimson Oak Wealth Management, LLC manage?**
Crimson Oak Wealth Management, LLC reports $39,040,381 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).

**What types of clients does Crimson Oak Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (14).

**Does Crimson Oak Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171360

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,040,381
- Discretionary: $37,653,393
- Non-discretionary: $1,386,988

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,134,199 |
| High net worth individuals | 14 | $25,906,182 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crimsonoakwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crimson Oak Wealth Management, LLC (CRD 171360): Form ADV filing data as of October 2026.